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What changed, and what is the evidence.

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What changed, and what is the evidence.

Oct 15, 2026 · Post · posted
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Bloomberg shared this visual showing the estimated cost of building a data center. Of the estimated $29.2 billion, $17.1 billion (or 58.5%) is dedicated to chips & servers. $NVDA $DELL $GEV $AMD $GOOGL $META $MSFT https://t.co/ay4TmgkRo4

The Fed just admitted that AI demand is now big enough to move INFLATION across the entire United States economy. New York Fed President John Williams said today that one more rate hike may be appropriate this year but he currently sees no…

Texas just exposed the real AI bottleneck and it will make already powered data centers dramatically more valuable. ERCOT’s large load queue exploded from 63 GW to 474 GW in only 18 months, more than five times Texas’ record peak demand…

AI is about to become the biggest fossil fuel customer on earth (Save this). BloombergNEF's data shows incremental generation needed for data centers climbing from a rounding error in 2025 to roughly 1,350 TWh by 2035 and the two largest…

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